Weekly Highlights | Mining companies are still accelerating their coin sales and shifting towards AI, Buffett is holding cash and waiting, and institutions say the crypto downturn is yet to come.

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

Macro Insights

Zhang Xue arrived 20 years earlier, but how much earlier were Saylor and Tom Lee?

Whether it's building cars or hoarding cryptocurrencies, these "madmen" are all experiencing a lonely period of "exchanging losses for chips".

Interviews with 10 crypto professionals in Dubai: Some returned to China overnight, while others signed "life-or-death" waivers to return to work.

Will Dubai remain the crypto hub of the Middle East in the long run?

The $59 billion dream: How did the female version of Buffett fall from grace?

How did "Sister Wood" fall from grace as a stock market guru? This article reveals the underlying reasons behind the 75% plunge in ARK Fund's size and analyzes the fatal flaws of its VC-style investment strategy in the secondary market.

Traditional Finance

Trump's speech ignites markets: "Heavy blow to Iran in the next two to three weeks," oil prices surge and gold prices plummet!

Trump's speech on the war with Iran, threatening to strike its energy facilities, pushed WTI crude oil prices above $103. The continued blockade of the Strait of Hormuz exacerbated the risk of a global oil supply shortage, fueling market risk aversion and causing gold and stock prices to fall.

I dug into a gold expert's 10-year prediction record and discovered a heartbreaking truth.

I've compiled a list of the most accurate Wall Street institutions, influential figures, and legendary figures in gold predictions throughout history, comparing their predictions with actual results—this is the most accurate analysis I've done over ten years, and the conclusion is surprising.

The wave of mega-company IPOs is accelerating: SpaceX is aiming for the largest IPO in history, while crypto companies are holding back.

With star unicorns like SpaceX, OpenAI, and Anthropic accelerating their rush to capital markets, and Nasdaq about to open up liquidity channels, the IPO market is entering an unprecedented period of diversion.

How can ordinary people quantify trading in 2026?

This article is a complete knowledge map of quantitative trading, systematically explaining how to build unique strategies from scratch, from probability theory and statistics to stochastic calculus. Through core tools such as Bayesian updates and the Kelly Criterion, it helps you establish a mathematical advantage in market prediction and other trading activities, moving away from intuition-based gambling and towards scientific profitability.

Organizations and celebrities' creative ideas

A Wall Street strategist with 30 years of experience: Once we weather the May slump, the market will recover by the end of the year, and the real "unemployment wave" is yet to come!

Bitcoin is the best opportunity, not because it is the best asset, but because it will not be destroyed by AI.

Will middle management be rendered obsolete by AI? Jack Dorsey: Future organizations will only need three types of people.

The emergence of AI will end the "hierarchical system". Block is trying a brand-new "intelligent company" model: replacing middle management with a "company world model" and a "customer world model".

Interview with Pantera Founder: While BTC may need 6-8 months to bottom out, it has already reached escape velocity, leaving traditional assets behind.

Pantera Capital's founder interprets the Bitcoin cycle and fiat currency devaluation, explores why "smart money" entered the market last in this round, and analyzes the future potential of crypto trends such as stablecoins and Solana.

Warren Buffett's first public statement since stepping down: There are no good stocks in the US market, I sold Apple too early, and I strongly support the zero inflation target.

Warren Buffett stated that investment opportunities are hard to find after a stock market downturn, and he is holding a large amount of cash to wait for a market crash; he admitted to selling Apple stock too early and supports a zero inflation target. This is his first in-depth interview since stepping down as CEO.

Seize the opportunity

Hyperliquid is a top-of-the-line product, but is HYPE still considered a "cheap" option?

Is Hyperliquid's current $9 billion market capitalization overvalued? This article uses a reverse discounted cash flow and bottom-up valuation model to conduct an in-depth analysis, revealing the extremely high growth expectations and market competition risks implied by the HYPE token, and providing key decision-making references for investors.

Google's quantum paper warns: Will encrypted wallets be crackable in just 9 minutes by 2029?

New research from Google and Caltech shows a sharp drop in demand for qubits to crack the encryption of Bitcoin and Ethereum, indicating that the quantum threat is imminent. Bitcoin's Taproot upgrade unexpectedly expanded its attack surface, Ethereum faces systemic risks, and the window of opportunity for industry migration is closing.

Is the "final shakeout" before the next BTC bull market is coming?

Before each major bull market begins, Bitcoin undergoes a "final restart" based on a 3-day SMA crossover signal. This restart typically manifests as a sharp capitulation sell-off of 40% to 50%.

Web3 Matters

Drift's "Fourth Day Heist" resulted in the theft of nearly $300 million, and the Solana ecosystem suffered a major blow during the bear market.

Solana's leading derivatives protocol, Drift, was hacked, potentially resulting in losses exceeding $200 million, making it the largest on-chain security incident in Q1 2026. This attack exposed significant vulnerabilities in DeFi key management, causing a sharp drop in the DRIFT token price, and posing a trust crisis and security challenge to the Solana ecosystem.

Altcoins/VC coins won't disappear; they'll just tend to become like those on the US stock market...

This liquidity mismatch between the primary and secondary markets for VC coins resulted in a relatively large supply of VC coins during the altcoin season of 2025. This led to a relatively large selling pressure and insufficient buying pressure, resulting in a poor price performance.

The Hidden Winner in FTX's Final Battle: The "Bankruptcy Arbitrage Feast" Behind the $2.2 Billion Distribution and the TradFi Drainage Effect

The cruel truth behind FTX's seemingly "120% overpayment" is that creditors paid huge "missed-out tax" for pegging to the bottom price of the coin in 2022, while the real winners were the Wall Street distressed asset funds that bought the debt at a cost of 30 cents.

CoinShares Bitcoin Mining Report: Hashrate Prices Hit 5-Year Low, 20% of Older Mining Machines Are Now Losing Money

Mining companies are shifting to AI/HPC (high-performance computing) on a large scale, and the industry is splitting into two major camps: "pure mining" and "AI infrastructure".

Who's Swimming Naked? An In-Depth Investigation into the Authenticity of Crypto Exchange Trading Volumes and Market Share

This article uses on-chain data to infer the true trading volume of eight major centralized exchanges (CEXs), exposing the industry's rampant practice of inflated trading volumes. Binance's true market share may reach 46%, while some exchanges report trading volumes that are more than 50% inflated. Learn how to identify genuine data and avoid the trap of fake rankings.